Private Equity Advisory
Tax efficiency, transaction velocity, and CFO-grade reporting — built for portfolio companies.
Neil Jesani Advisors works directly with private equity sponsors and their portfolio companies to protect deal economics, reduce tax drag, and install the financial infrastructure that supports growth and a clean exit. Three integrated practice areas — Business Tax, Transaction Advisory, and CFO Advisory — operate under a single fixed monthly retainer, giving sponsors full cost certainty across the hold period.
Who we serve
PE sponsors managing tax exposure across portfolio company platforms
Portcos pre-LOI needing QoE, financial due diligence, and deal structuring
Add-on acquisition targets with multi-state compliance and SALT complexity
Growth-stage portcos requiring fractional CFO without a full-time hire
Pre-exit portcos optimizing EBITDA, clean financials, and buyer-ready reporting
Three modules
Business Tax
Federal and 50-state compliance, 338(h)(10) and 336(e) elections, entity restructurings, advanced tax planning, and SALT advisory — covering every portco in your platform at one flat fee.
Transaction Advisory
Quality of earnings, financial due diligence, valuation, and tax-efficient deal structuring. Covers aggregate deal values up to $500M — multiple transactions in a year, one monthly retainer.
CFO Advisory
Fractional and interim CFO services, board-level reporting, budgeting and forecasting, and controller services. Scales from 0 to 150 hours per month — deploy on demand, reduce or exit with no cancellation fee.
Every NJA engagement is led by a senior CPA, JD, or former Big Four practitioner. No junior staff hand-offs. No rotating teams. The same senior advisor works the file from LOI through close — and through the full hold period.
Built for the hold period.
- Senior practitioners on every engagement — no B-team
- Fixed monthly retainer — no hourly billing, no success fees
- All three modules integrated — one team, one fee
- FL / Southeast US local presence — aligned with your deal flow
- Year-round model — not just active at year-end
Engagement model
Business Tax
Annual commitment, billed monthly. Fixed fee covers all federal and state compliance, planning, and owner services — regardless of state return count or complexity.
Transaction Advisory
Monthly retainer for the engagement period. Covers aggregate deal activity up to your tier threshold — multiple transactions per year under one flat fee.
CFO Advisory
Monthly retainer, no minimum term, no cancellation fee. Scale hours up or down as portco needs shift — 0 to 150 hours per month.